Patients Are Taking the Driver's Seat in Healthcare
Healthcare companies are rethinking their business models as patients gain more control over how they access care and purchase medicine. Our analysts Erin Wright and Terence Flynn unpack this shift and the emerging opportunities.
Read more insights from Morgan Stanley.
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Erin…
Venerable to Blessed | OWD 46
This week host, Erin Wright, and guest, Deb Wright, talk about their recent trip to St. Louis to be at the Beatification of Archbishop Fulton Sheen. Tune in to explore the life and legacy of Archbishop Fulton Sheen, including the recent beatification, his innovative use of media, and the profound s…
Patients Are Taking the Driver's Seat in Healthcare
Healthcare companies are rethinking their business models as patients gain more control over how they access care and purchase medicine. Our analysts Erin Wright and Terence Flynn unpack this shift and the emerging opportunities.Read more insights from Morgan Stanley.----- Transcript -----Erin Wrig…
How Your Body Data Could Reshape Sectors
Our U.S. Healthcare Analyst Erin Wright discusses how health tracking and preventive diagnostics could influence healthcare costs and different industries, from fitness to retail.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Erin Wright, Morgan …
Why Shutdown Standoff Raises Stakes for Healthcare
Our analysts Ariana Salvatore and Erin Wright explain the pivotal role of healthcare in negotiations to end the government shutdown.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's U.S. Public Po…
Can AI Make Healthcare Less Expensive?
Many Americans struggle with the rising cost of healthcare. Analysts Terence Flynn and Erin Wright explain how AI might bend the cost curve, from Morgan Stanley’s 23rd annual Global Healthcare Conference in New York.Read more insights from Morgan Stanley.----- Transcript -----Terence Flynn: Welcome…
The Other Policy Choices That Matter
While tariffs continue to dominate headlines, our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas suggests investors should also focus on the sectoral impacts of additional U.S. policy choices.----- Transcript -----Welcome to Thoughts on the Market. I’m Michael Zezas, …
US Elections: The Politics of Healthcare
Our US Public Policy Strategist explains the potential impact of the upcoming presidential election on the healthcare sector, including whether the outcome is likely to drive a major policy shift.----- Transcript -----Welcome to Thoughts on the Market. I’m Ariana Salvatore, Morgan Stanley’s US Publ…
UnitedHealth's Clean Beat: 3Q26 Beat and Raise
A detailed two-host summary of Morgan Stanley's October 13, 2026 UnitedHealth note 'Clean Beat' (Erin Wright). Covers the 3Q26 beat (adj EPS .69 vs .07 consensus, MLR 88.4% vs 89.9%), the raised 2026 EPS guide to >0.50, Optum Health's 88M EBIT vs 60M consensus, B in buybacks, and the Overweight Top…
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